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iShares Morningstar Small-Cap Value ETF

110 hedge funds and large institutions have $240M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
110
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$224K
WIA
77
World Investment Advisors
California
$206K
BC
78
Barrett & Company
Rhode Island
$201K
SAM
79
Smartleaf Asset Management
Massachusetts
$161K
PS
80
Principal Securities
Iowa
$157K
HI
81
Harbour Investments
Wisconsin
$153K
CSB
82
City State Bank
Iowa
$135K
FFA
83
Farther Finance Advisors
California
$88.4K
SS
84
Sunbelt Securities
Texas
$68.2K
BIM
85
Brentview Investment Management
Illinois
$61.4K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$53.4K
CIAS
87
Capital Investment Advisory Services
North Carolina
$49.1K
HIA
88
Harbor Investment Advisory
Maryland
$46.6K
CMA
89
Cedar Mountain Advisors
Oregon
$44.6K
WPA
90
Wealth Preservation Advisors
Tennessee
$29.5K
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$28.8K
AIC
92
Archer Investment Corporation
Indiana
$28.7K
PTC
93
Private Trust Company
Ohio
$28.7K
RA
94
Rise Advisors
New York
$25.3K
MCM
95
MAI Capital Management
Ohio
$22.8K
DJSG
96
D.J. St. Germain
Massachusetts
$21.5K
AWM
97
AE Wealth Management
Kansas
$20.3K
SPIA
98
Steward Partners Investment Advisory
New York
$13.6K
AUB
99
Atlantic Union Bankshares
Virginia
$12.5K
MWM
100
MGB Wealth Management
Texas
$10.7K